LSL
Legacy Solutions LLC Portfolio holdings
AUM
$104M
This Quarter Return
+0.33%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$91.8M
AUM Growth
–
Cap. Flow
+$91.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64%
Holding
69
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$14.6M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
$7.01M |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$6.89M |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
$6.46M |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$6.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.78% |
| 2 | Financials | 3.07% |
| 3 | Utilities | 1.27% |
| 4 | Consumer Discretionary | 1.04% |
| 5 | Communication Services | 0.68% |
